Brightwater Advisory’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Brightwater Advisory’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$651K	Hold
2025 Q1	$623K	Hold
2024 Q4	$686K	Sell
2024 Q3	$707K	Buy
2024 Q2	$640K	Buy
2024 Q1	$657K	Sell
2023 Q4	$680K	Buy